Finance Associate

Posted 22 Days Ago
Be an Early Applicant
Newport Beach, CA
In-Office
87K-93K Annually
Mid level
Financial Services
The Role
The Finance Associate will handle compensation planning, expense analysis, special projects, and support budgeting and forecasting activities. Responsibilities include data reconciliation, report preparation, and process improvement.
Summary Generated by Built In

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.  We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

The Financial Associate will be responsible for compensation planning, expense/profitability analysis, and special projects that support the company’s strategic goals and help in making informed business decisions. This role will be part of a small team responsible for preparing accruals, analyzing, budgeting, and forecasting for meaningful compensation expense programs.

The ideal candidate should possess the ability to handle confidential information with discretion and effectively manage multiple deadlines in a fast-paced environment. They should be self-motivated, innovative, and solution-oriented, with strong communication and problem-solving skills. Attention to detail, accountability, and tech savviness are crucial attributes for success in this role.

Responsibilities:

The key responsibilities include, but are not limited to:

  • Reconcile system data in Oracle planning module and assist in implementation and maintenance of a workforce planning and reporting system.

  • Assist in preparing profitability and benchmarking reports for the firm’s Executive Office.

  • Support budgeting, forecasting, and reporting activities by assisting in the analysis and preparation of functional headcount reporting.

  • Prepare monthly reports, conduct detailed analysis, and provide valuable insights in a timely manner.

  • Assist in the documentation and maintenance of policies and procedures to ensure compliance and efficient operations.

  • Proactively identify and implement opportunities for process improvement to enhance efficiency and effectiveness.

  • Undertake special projects, ad-hoc reporting and analysis, and any other duties as assigned to contribute to the success of the team and organization.

About You:

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

  • Demonstrate the ability to work both independently and collaboratively within a team environment.

  • Apply critical thinking skills to approach problem-solving from a comprehensive perspective.

  • Display outstanding communication skills with the ability to concisely message data insights.

  • Possess a curious and proactive mentality, being a quick learner and adaptable to acquiring new processes, concepts, and skills.

  • Drive to make processes more efficient through workflow improvements and automation.

  • Display outstanding organizational skills, including the ability to multitask and handle competing priorities effectively.

  • Deliver assigned responsibilities with meticulous attention to detail and use effective interpersonal and communication skills.

  • Embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which drive our dedication to delivering the best to our clients and each other.

Position Requirements:

  • Minimum three years of experience as a Financial Analyst or Human Resources role.

  • Bachelor's degree in Finance, Accounting, or a related field.

  • Advanced proficiency in Microsoft Office Suite, particularly Excel with expertise in using PIVOT tables, XLOOKUP, and higher-level functions.

  • Experience with Oracle EPM Cloud Planning, Workday, Alteryx, Python, and ERP systems like SAP is highly desired.

  • Proven ability to handle confidential information with discretion while maintaining confidentiality.

  • Strong analytical and critical thinking skills for effective and autonomous problem-solving.

  • Excellent written and verbal communication skills to engage professionally with individuals at all levels.

  • Strong commitment to delivering high-quality work accurately and on time.

  • Effective in responding to inquiries from management and maintaining positive relationships with internal and external contacts.

  • Strong sense of urgency, exceptional organizational skills, and the ability to prioritize and balance multiple tasks with strict deadlines.

  • Ability to collaborate effectively in a team environment while also being self-sufficient in achieving business objectives.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.


Salary Range: $ 87,000.00 - $ 93,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Top Skills

Alteryx
Erp Systems Like Sap
Excel
Microsoft Office Suite
Oracle Epm Cloud Planning
Python
Workday
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The Company
HQ: Newport Beach, CA
4,129 Employees
Year Founded: 1971

What We Do

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

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